NextDecade Releases Business Update for Q3 2025
CEO Commentary: NextDecade's CEO, Matt Schatzman, highlighted the company's successful financing and positive Final Investment Decisions (FIDs) for Rio Grande LNG Trains 4 and 5, emphasizing their commitment to expanding liquefaction capacity and maximizing cash flow for shareholders.
Significant Recent Developments: The company reported substantial progress in the construction of Trains 1-3, with Trains 4 and 5 recently receiving FIDs, each expected to have a production capacity of 6 MTPA and a total project cost of approximately $6.7 billion.
Strategic and Commercial Agreements: NextDecade secured long-term LNG Sale and Purchase Agreements with EQT Corporation and ConocoPhillips, committing to supply 1.5 MTPA and 1.0 MTPA of LNG from Train 5, respectively, both indexed to Henry Hub prices.
Future Expansion Plans: The company is advancing the permitting process for additional liquefaction capacity with Trains 6-8, which could increase total capacity by approximately 18 MTPA, while also ensuring the construction of the existing trains remains on schedule and within budget.
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NextDecade to Host Q4 2025 Conference Call
- Conference Call Details: NextDecade Corporation will host a conference call on March 2, 2026, at 10:00 a.m. Eastern Time to discuss developments from Q4 2025 and early 2026, with an accompanying press release and presentation expected before market open.
- Web Access: Investors can access the press release, presentation, and webcast through the company's website, ensuring broad dissemination of information and transparency, with a replay available post-webcast.
- Liquefaction Capacity Development: NextDecade is constructing the Rio Grande LNG liquefaction and export facility near Brownsville, Texas, with an anticipated capacity of approximately 48 MTPA and sufficient space for up to 10 liquefaction trains, enhancing its operational capabilities.
- Strategic Commitment: The company is focused on providing reliable and cleaner energy through the safe and efficient development of natural gas liquefaction capacity, with potential future projects in carbon capture and storage, indicating its strategic positioning in the energy transition.
Adnoc Increases Stake in Rio Grande LNG Project
- Stake Acquisition: Abu Dhabi's Adnoc announced on Monday that it has acquired a 7.6% equity interest in the second phase of the Rio Grande liquefied natural gas project from BlackRock's Global Infrastructure Partners, further solidifying its position in the U.S. LNG market.
- Project Scale: The second phase will include two trains capable of processing approximately 12 million metric tons of LNG per year, with total costs exceeding $13 billion, reflecting Adnoc's confidence in future LNG demand.
- Strategic Positioning: This acquisition follows Adnoc's 2024 purchase of an 11.7% stake in the initial phase of Rio Grande LNG, indicating its commitment to being part of one of the world's largest LNG facilities, which is expected to have a shipping capacity of 60 million metric tons per year.
- Construction Timeline: The first phase of the Rio Grande LNG project began construction in 2023 and is expected to start production in 2027, while the second phase is likely to be substantially complete by 2031, highlighting Adnoc's long-term strategic collaboration with partners like NextDecade.
Analysts Recommend Chenier Energy and NextDecade
- Investment Recommendation: Motley Fool contributors Jason Hall and Tyler Crowe recommend Chenier Energy and NextDecade in their video, indicating the potential of these companies in the LNG market, which may attract investor interest.
- Market Performance: As of January 22, 2026, Chenier Energy's stock price rose by 0.27%, while NextDecade's stock price increased by 0.77%, reflecting a positive market response to both companies.
- Video Release: The video was published on January 25, 2026, aiming to provide investors with insights into the LNG industry to help them make more informed investment decisions.
- Industry Outlook: With the growing global demand for clean energy, the LNG sector's growth potential is widely recognized, and as industry players, Chenier Energy and NextDecade stand to benefit from this trend.
Motley Fool Identifies 10 Best Stocks, Excludes Cheniere Energy
- Investment Recommendation: The Motley Fool analyst team has identified 10 stocks as the best investment choices currently, notably excluding Cheniere Energy, which may indicate its relative weakness in the market and potentially affect investor confidence.
- Historical Returns: Previously recommended stocks like Netflix and Nvidia achieved returns of 464,439% and 1,150,455% respectively after their recommendations, underscoring the significant investment value of Motley Fool's picks and highlighting the importance of selecting the right stocks.
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NextDecade (NEXT) Sees 10% Stakeholder Increase Holdings by 1.65 Million Shares
Hanwha Aerospace's Share Acquisition: Hanwha Aerospace purchased 1,651,971 shares of NextDecade Corporation for approximately $9.4 million, increasing its direct ownership to 26,420,222 shares, which represents 3.90% of its total holdings prior to the trade.
NextDecade's Business Focus: NextDecade Corporation specializes in LNG export and carbon capture solutions, aiming to meet the rising global demand for cleaner energy, although it has not yet reported any revenue and incurred significant operating expenses.
Strategic Partnership: The acquisition aligns with a memorandum of understanding signed in August 2025 between Hanwha Aerospace, Hanwha Energy, and Korea Southern Power to develop an integrated LNG value chain, utilizing Hanwha Ocean's LNG carrier fleet.
Investment Risks: Analysts caution that investing in NextDecade may be risky due to its lack of revenue and the expectation that it will not begin selling LNG until the early 2030s, despite plans to produce 30 million tonnes annually from its Rio Grande facility.
Significant Options Trading on Friday: RKLB, NEXT, SSRM
NextDecade Corp Options Activity: NextDecade Corp (NEXT) has seen a significant options trading volume of 25,369 contracts today, equating to about 2.5 million underlying shares, which is 82% of its average daily trading volume over the past month.
High Volume Call Option for NEXT: The $6 strike call option expiring on April 17, 2026, has particularly high activity with 23,279 contracts traded, representing approximately 2.3 million underlying shares.
SSR Mining Inc Options Activity: SSR Mining Inc (SSRM) recorded an options trading volume of 17,601 contracts today, representing around 1.8 million underlying shares, or 77.7% of its average daily trading volume over the past month.
High Volume Call Option for SSRM: The $24 strike call option expiring on January 16, 2026, has seen notable trading with 14,846 contracts, representing approximately 1.5 million underlying shares.
NextDecade to Host Q4 2025 Conference Call
- Conference Call Details: NextDecade Corporation will host a conference call on March 2, 2026, at 10:00 a.m. Eastern Time to discuss developments from Q4 2025 and early 2026, with an accompanying press release and presentation expected before market open.
- Web Access: Investors can access the press release, presentation, and webcast through the company's website, ensuring broad dissemination of information and transparency, with a replay available post-webcast.
- Liquefaction Capacity Development: NextDecade is constructing the Rio Grande LNG liquefaction and export facility near Brownsville, Texas, with an anticipated capacity of approximately 48 MTPA and sufficient space for up to 10 liquefaction trains, enhancing its operational capabilities.
- Strategic Commitment: The company is focused on providing reliable and cleaner energy through the safe and efficient development of natural gas liquefaction capacity, with potential future projects in carbon capture and storage, indicating its strategic positioning in the energy transition.
Adnoc Increases Stake in Rio Grande LNG Project
- Stake Acquisition: Abu Dhabi's Adnoc announced on Monday that it has acquired a 7.6% equity interest in the second phase of the Rio Grande liquefied natural gas project from BlackRock's Global Infrastructure Partners, further solidifying its position in the U.S. LNG market.
- Project Scale: The second phase will include two trains capable of processing approximately 12 million metric tons of LNG per year, with total costs exceeding $13 billion, reflecting Adnoc's confidence in future LNG demand.
- Strategic Positioning: This acquisition follows Adnoc's 2024 purchase of an 11.7% stake in the initial phase of Rio Grande LNG, indicating its commitment to being part of one of the world's largest LNG facilities, which is expected to have a shipping capacity of 60 million metric tons per year.
- Construction Timeline: The first phase of the Rio Grande LNG project began construction in 2023 and is expected to start production in 2027, while the second phase is likely to be substantially complete by 2031, highlighting Adnoc's long-term strategic collaboration with partners like NextDecade.
Analysts Recommend Chenier Energy and NextDecade
- Investment Recommendation: Motley Fool contributors Jason Hall and Tyler Crowe recommend Chenier Energy and NextDecade in their video, indicating the potential of these companies in the LNG market, which may attract investor interest.
- Market Performance: As of January 22, 2026, Chenier Energy's stock price rose by 0.27%, while NextDecade's stock price increased by 0.77%, reflecting a positive market response to both companies.
- Video Release: The video was published on January 25, 2026, aiming to provide investors with insights into the LNG industry to help them make more informed investment decisions.
- Industry Outlook: With the growing global demand for clean energy, the LNG sector's growth potential is widely recognized, and as industry players, Chenier Energy and NextDecade stand to benefit from this trend.
Motley Fool Identifies 10 Best Stocks, Excludes Cheniere Energy
- Investment Recommendation: The Motley Fool analyst team has identified 10 stocks as the best investment choices currently, notably excluding Cheniere Energy, which may indicate its relative weakness in the market and potentially affect investor confidence.
- Historical Returns: Previously recommended stocks like Netflix and Nvidia achieved returns of 464,439% and 1,150,455% respectively after their recommendations, underscoring the significant investment value of Motley Fool's picks and highlighting the importance of selecting the right stocks.
- Market Performance: Stock Advisor boasts an average return of 949%, significantly outperforming the S&P 500's 195%, showcasing its stock-picking prowess and attracting more investors to its recommendations.
- Investor Community: By fostering a community built by individual investors, Motley Fool encourages participation and sharing of investment experiences, further enhancing its influence and credibility among investors.
NextDecade (NEXT) Sees 10% Stakeholder Increase Holdings by 1.65 Million Shares
Hanwha Aerospace's Share Acquisition: Hanwha Aerospace purchased 1,651,971 shares of NextDecade Corporation for approximately $9.4 million, increasing its direct ownership to 26,420,222 shares, which represents 3.90% of its total holdings prior to the trade.
NextDecade's Business Focus: NextDecade Corporation specializes in LNG export and carbon capture solutions, aiming to meet the rising global demand for cleaner energy, although it has not yet reported any revenue and incurred significant operating expenses.
Strategic Partnership: The acquisition aligns with a memorandum of understanding signed in August 2025 between Hanwha Aerospace, Hanwha Energy, and Korea Southern Power to develop an integrated LNG value chain, utilizing Hanwha Ocean's LNG carrier fleet.
Investment Risks: Analysts caution that investing in NextDecade may be risky due to its lack of revenue and the expectation that it will not begin selling LNG until the early 2030s, despite plans to produce 30 million tonnes annually from its Rio Grande facility.
Significant Options Trading on Friday: RKLB, NEXT, SSRM
NextDecade Corp Options Activity: NextDecade Corp (NEXT) has seen a significant options trading volume of 25,369 contracts today, equating to about 2.5 million underlying shares, which is 82% of its average daily trading volume over the past month.
High Volume Call Option for NEXT: The $6 strike call option expiring on April 17, 2026, has particularly high activity with 23,279 contracts traded, representing approximately 2.3 million underlying shares.
SSR Mining Inc Options Activity: SSR Mining Inc (SSRM) recorded an options trading volume of 17,601 contracts today, representing around 1.8 million underlying shares, or 77.7% of its average daily trading volume over the past month.
High Volume Call Option for SSRM: The $24 strike call option expiring on January 16, 2026, has seen notable trading with 14,846 contracts, representing approximately 1.5 million underlying shares.
